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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,578 | $37,436-45.0% | $77,513-73.5% | $79,858-74.2% |
| Participation rate | 20.6% | 41.5%-20.9pp | 54.2%-33.6pp | 69.6%-49.0pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $149 | $637-76.6% | $987-84.9% | $2,471-94.0% |
| Participant deferral / active EE | $443 | $1,261-64.8% | $1,861-76.2% | $3,740-88.1% |
| Admin fee / account holder | $242 | $2,505-90.3% | $2,859-91.5% | $5,306-95.4% |